 APOLLO GLOBAL MGMT COMAPO |
| 6.21% | 7.28% | $3.19亿 | 269.4万股 | $3.08亿 | 276.5万股 | -7.1万股-2.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.54% | — | $2.84亿 | 80.4万股 | $0 | 0股 | +80.4万股 | 新买入 |
 黑石集团BX |
| 5.12% | 6.14% | $2.62亿 | 223.0万股 | $2.60亿 | 225.9万股 | -2.9万股-1.28% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 4.75% | 5.44% | $2.44亿 | 106.2万股 | $2.30亿 | 106.3万股 | -661股-0.06% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 4.62% | 5.19% | $2.37亿 | 316.9万股 | $2.20亿 | 337.7万股 | -20.9万股-6.18% | 减仓 |
 微软MSFT |
| 3.97% | 4.87% | $2.04亿 | 54.6万股 | $2.06亿 | 55.6万股 | -1.0万股-1.87% | 减仓 |
| RRADNETRDNT |
| 3.8% | 4.18% | $1.95亿 | 316.4万股 | $1.77亿 | 316.6万股 | -2,600股-0.08% | 减仓 |
 CREDIT ACCEP MICHCACC |
| 3.8% | 3.09% | $1.95亿 | 30.6万股 | $1.31亿 | 30.9万股 | -3,001股-0.97% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 3.77% | 4.21% | $1.94亿 | 246.8万股 | $1.78亿 | 240.9万股 | +5.9万股+2.45% | 加仓 |
 嘉信理财SCHW |
| 3.63% | 4.54% | $1.86亿 | 201.7万股 | $1.92亿 | 204.3万股 | -2.7万股-1.30% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 3.6% | 4.59% | $1.85亿 | 77.8万股 | $1.94亿 | 83.3万股 | -5.5万股-6.58% | 减仓 |
 ZURN ELKAY WATER SOLNSZWS |
| 3.38% | 3.71% | $1.73亿 | 343.1万股 | $1.57亿 | 349.8万股 | -6.7万股-1.90% | 减仓 |
 艺康ECL |
| 3.3% | 3.89% | $1.69亿 | 60.5万股 | $1.65亿 | 61.7万股 | -1.1万股-1.85% | 减仓 |
 沃特世WAT |
| 3.17% | 3.04% | $1.63亿 | 43.4万股 | $1.29亿 | 43.2万股 | +1,943股+0.45% | 加仓 |
 美国运通AXP |
| 2.66% | 2.92% | $1.37亿 | 40.4万股 | $1.23亿 | 40.8万股 | -4,190股-1.03% | 减仓 |
 摩根大通JPM |
| 2.39% | 2.69% | $1.23亿 | 37.5万股 | $1.14亿 | 38.8万股 | -1.3万股-3.32% | 减仓 |
 希尔顿HLT |
| 2.32% | — | $1.19亿 | 36.0万股 | $0 | 0股 | +36.0万股 | 新买入 |
 雅培ABT |
| 1.99% | 2.27% | $1.02亿 | 112.4万股 | $9,604.0万 | 93.5万股 | +18.8万股+20.11% | 加仓 |
 GLOBALSTARGSAT |
| 1.75% | 1.75% | $8,977.2万 | 110.4万股 | $7,419.9万 | 111.7万股 | -1.3万股-1.14% | 减仓 |
 谷歌AGOOGL |
| 1.55% | — | $7,971.8万 | 22.3万股 | $0 | 0股 | +22.3万股 | 新买入 |
 RUSH ENTERPRISESRUSHA |
| 1.32% | 1.5% | $6,789.6万 | 93.0万股 | $6,330.8万 | 95.8万股 | -2.7万股-2.86% | 减仓 |
| MMATADOR RESMTDR |
| 1.32% | 2.03% | $6,760.7万 | 135.8万股 | $8,583.2万 | 135.9万股 | -407股-0.03% | 减仓 |
 西屋制动WAB |
| 1.21% | 1.35% | $6,186.8万 | 22.9万股 | $5,727.0万 | 22.9万股 | +320股+0.14% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 1.19% | 1.19% | $6,108.4万 | 122.2万股 | $5,047.7万 | 122.3万股 | -935股-0.08% | 减仓 |
| Q高通QCOM |
| 1.18% | 1% | $6,075.4万 | 32.9万股 | $4,246.1万 | 33.0万股 | -940股-0.29% | 减仓 |
 CoStarCSGP |
| 1.15% | — | $5,902.5万 | 208.4万股 | $0 | 0股 | +208.4万股 | 新买入 |
 亚马逊AMZN |
| 1.13% | 1.12% | $5,781.4万 | 24.3万股 | $4,756.8万 | 22.8万股 | +1.4万股+6.21% | 加仓 |
 ALCON ORD SHSALC |
| 1.1% | 0.37% | $5,620.0万 | 83.8万股 | $1,575.4万 | 20.9万股 | +62.8万股+300.59% | 加仓 |
 Roper科技ROP |
| 1.04% | 1.36% | $5,328.0万 | 15.7万股 | $5,773.3万 | 16.3万股 | -5,701股-3.49% | 减仓 |
 强生JNJ |
| 1.03% | 1.24% | $5,260.3万 | 20.7万股 | $5,234.8万 | 21.4万股 | -7,032股-3.28% | 减仓 |
 万事达MA |
| 0.97% | 1.13% | $4,958.6万 | 9.7万股 | $4,799.4万 | 9.6万股 | +492股+0.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 1.01% | $4,405.4万 | 8.8万股 | $4,268.6万 | 8.9万股 | -1,039股-1.17% | 减仓 |
| BBLUE OWL CAPITALOWL |
| 0.82% | 1.13% | $4,217.9万 | 482.0万股 | $4,794.6万 | 525.1万股 | -43.1万股-8.21% | 减仓 |
 Markel Group Inc.MKL |
| 0.76% | 0.89% | $3,884.7万 | 2.0万股 | $3,753.7万 | 2.0万股 | +280股+1.43% | 加仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.7% | 0.75% | $3,582.4万 | 105.7万股 | $3,167.7万 | 105.2万股 | +5,675股+0.54% | 加仓 |
 布鲁克菲尔德BN |
| 0.68% | 0.77% | $3,482.6万 | 81.8万股 | $3,253.7万 | 80.4万股 | +1.4万股+1.71% | 加仓 |
 苹果AAPL |
| 0.66% | 0.7% | $3,369.9万 | 11.6万股 | $2,957.1万 | 11.7万股 | -55股-0.05% | 减仓 |
 联合太平洋铁路UNP |
| 0.65% | 0.73% | $3,322.0万 | 12.2万股 | $3,073.9万 | 12.7万股 | -4,565股-3.60% | 减仓 |
 沃尔玛WMT |
| 0.64% | 0.85% | $3,273.7万 | 28.9万股 | $3,592.9万 | 28.9万股 | -55股-0.02% | 减仓 |
 威廉姆斯WMB |
| 0.61% | 0.73% | $3,123.6万 | 42.0万股 | $3,086.9万 | 42.4万股 | -3,960股-0.93% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.59% | 0.73% | $3,030.7万 | 82.4万股 | $3,091.7万 | 81.7万股 | +7,423股+0.91% | 加仓 |
 LOWES COS COMLOW |
| 0.52% | 0.68% | $2,649.5万 | 12.0万股 | $2,884.5万 | 12.2万股 | -1,916股-1.57% | 减仓 |
 华纳兄弟探索WBD |
| 0.5% | 0.78% | $2,565.1万 | 96.2万股 | $3,320.0万 | 120.9万股 | -24.7万股-20.42% | 减仓 |
 哈勃HUBB |
| 0.49% | 0.57% | $2,523.9万 | 4.8万股 | $2,396.6万 | 4.9万股 | -598股-1.22% | 减仓 |
 安桥ENB |
| 0.34% | — | $1,735.2万 | 32.0万股 | $0 | 0股 | +32.0万股 | 新买入 |
 杜克能源DUK |
| 0.31% | — | $1,599.9万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 Ares管理ARES |
| 0.3% | 0.3% | $1,554.4万 | 14.0万股 | $1,282.5万 | 11.8万股 | +2.2万股+18.80% | 加仓 |
 SYSCO COMSYY |
| 0.29% | 0.3% | $1,511.5万 | 18.1万股 | $1,281.1万 | 18.0万股 | +1,240股+0.69% | 加仓 |
 FORTREAFTRE |
| 0.28% | 0.21% | $1,452.5万 | 83.5万股 | $892.8万 | 94.8万股 | -11.3万股-11.92% | 减仓 |
| SSMITH DOUGLAS HOMESSDHC |
| 0.25% | 0.26% | $1,297.7万 | 83.5万股 | $1,088.8万 | 85.1万股 | -1.6万股-1.83% | 减仓 |
